• Run structured win/loss analysis to identify drivers of deal outcomes across segments, products, and competitors. • Diagnose root causes of wins and losses across pricing, product, packaging, positioning, and execution. • Quantify repeatable gaps by segment and revenue impact to prioritize where action is most needed. • Translate insights into actionable recommendations across pricing, product, packaging, and GTM plays, with clear tradeoffs. • Provide pricing-specific analysis on discounting, competitiveness, and deal structure to inform pricing strategy and guardrails. • Operate a closed-loop system to ensure insights drive decisions and measurably improve win rates. • Partner with Sales, Product, Finance, and GTM leaders to convert recurring market signals into execution priorities. • Deliver regular market intelligence readouts to leadership with clear implications, recommendations, and follow-through.

Role Description The Manager, SBA Loan Operations is responsible for leading and overseeing all aspects of SBA loan operations, ensuring efficiency, compliance, and high-quality service delivery. This role manages daily departmental functions, supervises staff, drives process improvements, and ensures adherence to SBA Standard Operating Procedures (SOPs), regulatory requirements, and internal policies. The Manager also plays a key role in staff development, reporting, and cross-functional coordination. This opportunity is open to flexible work options including a remote setup. Core Contributions - Leadership & People Management - Lead, supervise, and support Loan Operations Specialists and department staff across all functional areas. - Conduct performance management activities including annual reviews, coaching, disciplinary actions, and career development planning. - Recruit, interview, hire, and train new team members. - Develop a highly cross-trained team through effective delegation, training, and communication. - Establish and manage work schedules and daily workflow to ensure operational efficiency. - Operational Management - Oversee SBA loan boarding, servicing, payment processing, and reporting activities. - Review loan boarding and file maintenance reports for accuracy, completeness, and compliance. - Maintain and monitor tickler systems for UCC filings, renewals, insurance tracking, and other critical deadlines. - Ensure proper organization of departmental workflows and effective allocation of resources. - Customer Service & Issue Resolution - Promote and model superior customer service standards. - Conduct regular staff meetings and training sessions related to operational processes and service expectations. - Resolve complex customer inquiries, loan servicing issues, and operational challenges. - Serve as a point of escalation for borrowers, internal staff, and external stakeholders. - Systems & Technology Oversight - Maintain advanced proficiency in PCFS/Loan Manager and SBA CAFS/E-TRAN systems. - Partner with IT and technology teams to optimize system functionality and identify enhancements. - Ensure accurate and timely input of loan data across all systems. - Provide guidance to staff on system usage and resolve minor technical issues. - Compliance & Risk Management - Ensure compliance with SBA SOPs, USDA regulations, and all applicable federal and state laws, including BSA and AML requirements. - Enforce internal lending policies, procedures, and audit controls. - Safeguard credit union assets, loan collateral, and sensitive customer information. - Monitor staff performance to ensure adherence to documentation and data integrity standards. - Policy & Documentation Management - Develop, update, and implement policies and procedures aligned with SBA guidelines. - Manage and maintain documentation templates, checklists, and departmental procedures. - Ensure all loan files and departmental records are accurate, complete, and audit-ready. - Reporting, Projects & Analysis - Prepare and analyze operational reports for senior management, auditors, and regulatory reviews. - Lead or support special projects, process improvement initiatives, and system enhancements. - Use data insights to improve departmental performance and service delivery. - Collaboration & Communication - Coordinate with internal departments to support lending operations and resolve issues. - Participate in internal committees and strategic initiatives as assigned by senior leadership. - Communicate effectively with employees, management, borrowers, and external partners. - General Responsibilities - Operate systems to process transactions, review account activity, and resolve discrepancies. - Handle inbound communications and direct inquiries appropriately. - Maintain current knowledge of SBA SOPs, USDA regulations, and industry best practices through ongoing education. - Perform additional duties as assigned by the Vice President, SBA Operations. Qualifications - Associate’s degree in finance, business administration, or related field required or equivalent work experience. - 7+ years of experience with SBA or related area. - 3+ years of supervisory experience. - Advanced knowledge of SBA processing documentation/operations and leadership, products and services; related state and federal laws and regulations, and other Credit union operational policies and procedures. - Excellent organizational and time management skills – ability to work with minimal supervision. - Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. - Exceptional verbal, written and interpersonal communication skills with the ability to carry out instructions. - Ability to work in a fast-paced environment while maintaining a high level of accuracy. Benefits - Comprehensive benefits package, including medical, dental, and vision coverage. - Life and disability insurance. - Voluntary benefit programs. - 401(k) plan with employer match. - Reimbursement and wellness programs. - Annual performance-based bonus. Company Description FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals. - Proud to be an award-winning place to work. - Recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024. - Vision to enrich the lives of our members, employees, and communities. - Integral community partner through charitable giving and community development programs in New York and beyond.

• Own overall commercial performance within assigned territory, including revenue, orders, and pipeline development • Develop and execute a comprehensive territory growth strategy aligned to business objectives • Drive year-over-year growth across the full HSS product portfolio • Manage and grow a portfolio of key and strategic accounts within the territory • Build and maintain strong relationships across OEMs, end users, and distribution partners • Develop and execute detailed account plans to increase share of wallet • Identify and pursue opportunities across the HSS portfolio • Identify and generate new business opportunities, including new logo acquisition • Build and maintain a robust pipeline • Expand presence across new applications, industries, and customers within the territory • Lead and coordinate territory team resources (e.g., Field Application Engineers, Distribution Managers) • Collaborate with internal stakeholders to align solutions with customer needs • Position Honeywell as a strategic partner through integrated solution selling • Develop accurate sales forecasts and manage pipeline through Salesforce.com (SFDC)

Role Description The Manager, SBA Processing is responsible for overseeing all aspects of SBA loan processing operations, ensuring timely and compliant loan fundings while delivering superior customer service. This role provides leadership, training, and performance management for SBA Processing staff and ensures adherence to SBA guidelines, regulatory requirements, and internal credit union policies. This opportunity is open to flexible work options including a remote set up. Core Contributions - Leadership & Team Management - Supervise and support all SBA Processing department activities, including oversight of SBA Loan Processors and support staff. - Train, mentor, and develop new and existing SBA Processing staff to build a highly skilled, cross-trained team. - Conduct performance evaluations, manage disciplinary actions, and participate in recruiting and interviewing candidates. - Delegate assignments effectively, develop work schedules, and ensure optimal resource utilization. - Lead regular team meetings, including weekly pipeline reviews, to monitor loan progress and projected closing timelines. - Serve as a role model by reinforcing a culture of superior customer service and accountability. - Loan Processing & Quality Control - Perform comprehensive reviews throughout the SBA loan lifecycle, including: - Initial needs letters prepared by SBA Loan Processors - E-Tran submission Applications - Disbursement fee sheets, settlement statements, and wire requests - First and second pre-funding file reviews - Ensure timely processing and funding of SBA loans in alignment with target closing dates. - Monitor balancing, accuracy, and completeness of loan documentation. - Ensure compliance with SBA SOPs, federal and state regulations, and internal policies. - Compliance & Risk Management - Ensure adherence to all regulatory requirements, including SBA guidelines, Bank Secrecy Act (BSA), and Anti-Money Laundering (AML) regulations. - Maintain strong internal controls to safeguard customer loans, collateral, credit union assets, and confidential information. - Monitor staff adherence to compliance standards and operational procedures. - Operations & Vendor Oversight - Review and process third-party vendor invoices on a monthly basis. - Maintain and update departmental documentation, templates, checklists, and procedures. - Ensure all files and records are complete, current, and properly organized. - Assist in the development and implementation of SBA-related policies and procedures. - Collaboration & Communication - Partner with Loan Officers and internal departments to coordinate workflow and resolve documentation or processing issues. - Communicate effectively with staff, management, borrowers, and external stakeholders to resolve complex issues. - Serve on internal committees and contribute to cross-functional initiatives. - Provide guidance on systems usage and troubleshoot minor software issues, including SBA CAFS/E-Tran systems. - Reporting & Special Projects - Prepare reports and gather data for senior management, audit, and compliance purposes. - Update and maintain SBA loan data in systems such as Salesforce. - Lead or participate in special projects as assigned by senior leadership. - Customer Service & Support - Resolve complex customer transactions, inquiries, and issues. - Ensure all team interactions meet high standards of professionalism and service excellence. - Provide phone support and direct inquiries to appropriate personnel as needed. Qualifications - Associate’s degree in finance, business administration, or related field required or equivalent work experience. - 7+ years of experience with SBA or related area. - 3+ years of supervisory experience. - Advanced knowledge of SBA processing documentation/operations and leadership, products and services; related state and federal laws and regulations, and other Credit union operational policies and procedures. - Excellent organizational and time management skills – ability to work with minimal supervision. - Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. - Exceptional verbal, written and interpersonal communication skills with the ability to carry out instructions. - Ability to work in a fast-paced environment while maintaining a high level of accuracy. Benefits - Comprehensive benefits package, including medical, dental, and vision coverage. - Life and disability insurance. - Voluntary benefit programs. - 401(k) plan with employer match. - Reimbursement and wellness programs. - Annual performance-based bonus. What Sets Us Apart? - Competitive 401(k). - Tuition and fitness reimbursement programs. - Flexible work options. - Volunteer opportunities. - Executive “Water Cooler Chats.” - Clubs, sports, and social events. - Food truck days. - …and more! Company Description FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.